Nvidia’s market value has fallen by about $1 trillion since mid‑May 2026, wiping out the equivalent of nearly five BHPs and briefly pushing the chipmaker down to 18× forward earnings, below the S&P 500 average. The MINING.COM TOP 50 miners are now worth $2.19 trillion versus Nvidia’s $5.11 trillion, narrowing the gap from 2.7× a year ago to 2.3×, with mining stocks up 47% over 12 months against Nvidia’s 27%. The piece stresses that AI hardware still depends on a long list of mined inputs, from copper, gold and cobalt to hafnium, gallium and rare earths such as cerium, lanthanum and praseodymium.

Atlas Copco is promoting a single, integrated compressed-air rental system that links pit drilling, crushing, screening and mineral processing, centred on its DrillAir Y1260 high-pressure compressor. Instead of separate, fixed compressors at each stage, mines can deploy mobile units with variable pressure and flow to power down-the-hole drilling, air knives on crushers and air-operated valves or pumps in the plant. The approach targets lower installed power, reduced redundancy and easier maintenance planning, but requires careful air-network design and control to avoid pressure drops and bottlenecks across the full circuit.

New Murchison Gold has reported high-grade grade-control and resource-definition drilling at its Cloudkicker deposit in Western Australia, including standout intersections such as 10m at 13.61g/t gold, with results expected to lift both grade and tonnage ahead of an updated resource estimate. The work targets an emerging orebody within the broader Murchison goldfield, where existing infrastructure and historical workings could accelerate development. For mine planners and geotechs, the tighter drill spacing and strong grades support earlier conversion of near-surface material to higher-confidence ore reserves.